Policy Agent
Plain-language answers on the hardest clauses.
Explains coverage terms and limits to customers in language they understand, across phone, web, and email, so the call centre fields fewer of the same questions. Autonomous on the routine, deferential on anything that needs a person.
- Documents & forms
- System records
- Email & chat
- Structured records
- Scored recommendations
- Posted transactions
Why this work breaks at scale.
Done by hand, it's slow, error-prone at volume, and gets pricier with every head you add. The bottleneck is the swivel-chair between systems, not effort.
What the Policy Agent does for your team.
Reads what you already have
Ingests documents, records, and messages in the formats your insurance stack produces, no clean-room data prep required.
Explains every decision
Each output ships with its reasoning and the source it drew from, so a reviewer can confirm rather than re-derive.
Human-in-the-loop by design
Routine cases run end-to-end; anything above your confidence or value threshold is routed to a person with the full context attached.
Deterministic where it matters
Regulated or high-stakes steps follow fixed, testable workflows, generative help is reserved for drafting and ideation.
Quote, bind, and pay, without the swivel-chair.
Ingest
Pulls in the relevant records and documents the moment they arrive.
Extract & validate
Structures the data and checks it against your rules and reference masters.
Decide or draft
Resolves the routine case or prepares a recommendation for review.
Post & log
Commits the outcome to your system of record with a full audit trail.
- Documents & forms
- System records
- Email & chat
- Reference masters
- Structured records
- Scored recommendations
- Posted transactions
- Exception flags
Deployed into the systems you already run.
No rip-and-replace. The Policy Agent connects to your existing insurance tooling and writes back to your system of record.
Deployed for General insurance customer teams — fewer policy-question tickets.
The practical details.
A first version typically runs against your own data within weeks, the first agent can be live in as little as 48 hours, with full deployment in two to eight weeks.
Yes. You own 100% of the IP, code, and documentation. There is no platform lock-in and the full system transfers to your team.
No. It removes the low-judgment, repetitive work and routes anything consequential to a person with the context attached, so your team spends time where judgment actually pays off.
It integrates with the insurance systems you already run, Guidewire, Duck Creek, Salesforce and more, with no rip-and-replace.
Submission Agent
Broker submissions, triaged in minutes.
Claims Document Intelligence
Reads the bills, estimates, and reports.
Risk & Guideline Validation
Every applicant, checked before you bind.
Claims Agent
From notification to payment, on its own.